See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,702 | $65,703-50.2% | $94,224-65.3% | $59,632-45.2% |
| Participation rate | 85.1% | 72.1%+13.0pp | 78.8%+6.3pp | 68.7%+16.4pp |
| Annual return | -3.86% | 5.22%-9.1pp | 10.68%-14.5pp | 2041.28%-2045.1pp |
| Employer contribution / active EE | $1,064 | $2,021-47.3% | $3,587-70.3% | $2,203-51.7% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $530 | $4,264-87.6% | $6,269-91.5% | $4,297-87.7% |